harris county application for appraisal district residential homestead...

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*NEWHS111* Harris County Appraisal District FORM 11.13 (02/10) Application for Residential Homestead Exemption Account Number: Tax Year: Instructions for completing this form are on the back of the form. Return to Harris County Appraisal District, P. O. Box 922012, Houston, Texas 77292-2012. The district is located at 13013 Northwest Fwy, Houston, TX 77040. For questions, call (713) 957-7800. Step 1: Owner's Name and Address (attach sheets if needed) Owner's Name: (person completing application): Current Mailing Address(number and street): Phone (area code and number): City, State, ZIP code: Driver's license, Personal ID Certificate, or Social Security Number : Birth Date: Percent Ownership in Property: Date you first occupied the home: Check here if ownership or mailing address has changed and should be updated Other Owner's Percent Ownership: Other Owner's Name(s) (if any): Step 2: Describe your Property Street address if different from above, or legal description. if no street address: include account number if available (optional): MOBILE HOMES - Give make, model and identification number: Attach a copy of document of statement of ownership and location issued by the Texas Department of Housing and Community Affairs if home is 8' by 40' or larger, or attach a verified copy of the purchase contract that shows you are the owner of the mobile home unless your title information appears on the Texas Department of Housing and Community Affairs' website. If so, the appraisal district may use the website documents to verify your eligibility. Number of acres (not to exceed 20) used for residential purposes (yard, garden, garage, etc.) if the land and the structure have identical ownership _____ acres Step 3: Check Exemptions that apply to you GENERAL RESIDENTIAL EXEMPTION: You qualify for this exemption if (1) you owned this property on January 1; (2) you occupied it as your principal residence on January 1; and (3) you or your spouse have not claimed a residence homestead exemption on any other property. OVER-65 EXEMPTION: You qualify for this exemption if you are 65 years of age or older. This exemption also includes a school tax limitation, or ceiling, and may include a city or county tax ceiling if either offers one. You can't claim a disability exemption if you claim this exemption. You must apply within one year of the date you acquired the home, if you were 65 or older when you acquired and occupied the home as your principal residence, or within one year of the date of your 65th birthday, if you already owned the home and turned 65 after January 1. Attach proof of age (copy of driver's license, DPS identification card, or birth certificate) Please call the appraisal district if you will transfer a tax ceiling from your last home. 100% DISABLED VETERANS EXEMPTION: You qualify for this exemption if you are a disabled veteran who receives from the United States Department of Veterans Affairs (VA) or its successor (1) 100 percent disability compensation due to a service-connected disability; and (2) a rating of 100 percent disabled or a determination of individual unemployability from the VA. Attach a copy of your award letter or other document from the United States Department of Veterans Affairs. DISABILITY EXEMPTION: You qualify for this exemption if you are under a disability for the purposes of payment of disability benefits under the Federal Old Age, Survivor's and Disability Insurance Act OR you meet the definition of disabled in that Act. You can't claim an over-65 exemption if you claim this exemption. This exemption includes a school tax limitation. You must apply within one year of the date you acquired the home if you were disabled when you acquired the home, or within one year of the date you became disabled if you became disabled after you acquired the home. (see instructions) Deceased Spouse's Name Date of Death OVER-55 SURVIVING SPOUSE: If you are applying because your spouse has died, and your deceased spouse was receiving or qualified for the over-65 exemption at death, you may be entitled to receive the exemption, as well as the school tax ceiling, if you were 55 years of age or older on the date of your spouse's death. If your deceased spouse received the disability exemption and not the over-65 exemption, you may be eligible for continuation of a tax ceiling granted by a city, county, or junior college, but you are not eligible for the disability exemption or the school tax ceiling. Note: You will not receive the school tax limitation unless your spouse died on or after December 1, 1987. Attach proof of your age (copy of driver's license, DPS identification card, or birth certificate) and copy of spouse's death certificate. Step 4: Answer if applies COOPERATIVE HOUSING RESIDENTS: Do you have an exclusive right to occupy this unit because you own stock in a cooperative housing corporation? ................................................................................................... YES NO Step 5: Check if late Application for homestead exemption for prior tax year _______________ Note: You must have met all of the qualifications checked above to receive the prior year tax exemption. Step 6: Sign and date the application By signing this application, you state that you are qualified for the exemptions checked above. You state that the facts in this application are true and correct. You also state that you do not claim an exemption on another residence homestead. You must notify the chief appraiser if and when your right to the exemptions ends. You swear or affirm that you have read and understand the penalty for filing a false statement. Sign Here Authorized Signature If you make a false statement on this application, you could be found guilty of a Class A misdemeanor or a state jail felony under Texas Penal Code Section 37.10. Date

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Page 1: Harris County Application for Appraisal District Residential Homestead Exemptionadvaloremtax.net/forms/form-homesteadex-fillable.pdf ·  · 2018-04-19Residential Homestead Exemption

*NEWHS111*

Harris CountyAppraisal District

FORM 11.13 (02/10)

Application forResidential Homestead Exemption

Account Number: Tax Year:Instructions for completing this form are on the back of the form. Return to HarrisCounty Appraisal District, P. O. Box 922012, Houston, Texas 77292-2012. The district is located at13013 Northwest Fwy, Houston, TX 77040. For questions, call (713) 957-7800.

Step 1:Owner'sName andAddress(attachsheets ifneeded)

Owner's Name: (person completing application):

Current Mailing Address(number and street):

Phone (area code and number):

City, State, ZIP code:

Driver's license, Personal ID Certificate, or Social Security Number :

Birth Date:

Percent Ownership in Property:

Date you first occupied the home:

Check here if ownership or mailing address has changed and should be updated

Other Owner's Percent Ownership:Other Owner's Name(s) (if any):

Step 2:DescribeyourProperty

Street address if different from above, or legal description. if no street address: include account number if available (optional):

MOBILE HOMES - Give make, model and identification number:Attach a copy of document of statement of ownership and location issued by the Texas Department of Housing and Community Affairs if home is 8' by 40' or larger,or attach a verified copy of the purchase contract that shows you are the owner of the mobile home unless your title information appears on the Texas Departmentof Housing and Community Affairs' website. If so, the appraisal district may use the website documents to verify your eligibility.

Number of acres (not to exceed 20) used for residential purposes (yard, garden, garage, etc.) if the land and the structure have identicalownership _____ acres

Step 3:CheckExemptionsthat apply to you

GENERAL RESIDENTIAL EXEMPTION: You qualify for this exemption if (1) you owned this property on January 1; (2) youoccupied it as your principal residence on January 1; and (3) you or your spouse have not claimed a residence homesteadexemption on any other property.OVER-65 EXEMPTION: You qualify for this exemption if you are 65 years of age or older. This exemption also includes aschool tax limitation, or ceiling, and may include a city or county tax ceiling if either offers one. You can't claim a disabilityexemption if you claim this exemption. You must apply within one year of the date you acquired the home, if you were 65 orolder when you acquired and occupied the home as your principal residence, or within one year of the date of your 65thbirthday, if you already owned the home and turned 65 after January 1. Attach proof of age (copy of driver's license, DPSidentification card, or birth certificate) Please call the appraisal district if you will transfer a tax ceiling from your last home.

100% DISABLED VETERANS EXEMPTION: You qualify for this exemption if you are a disabled veteran who receives fromthe United States Department of Veterans Affairs (VA) or its successor (1) 100 percent disability compensation due to aservice-connected disability; and (2) a rating of 100 percent disabled or a determination of individual unemployability from theVA. Attach a copy of your award letter or other document from the United States Department of Veterans Affairs.

DISABILITY EXEMPTION: You qualify for this exemption if you are under a disability for the purposes of payment of disabilitybenefits under the Federal Old Age, Survivor's and Disability Insurance Act OR you meet the definition of disabled in that Act. Youcan't claim an over-65 exemption if you claim this exemption. This exemption includes a school tax limitation. You must apply withinone year of the date you acquired the home if you were disabled when you acquired the home, orwithin one year of the date you became disabled if you became disabled after you acquired the home. (see instructions)

Deceased Spouse's Name Date of Death

OVER-55 SURVIVING SPOUSE: If you are applying because your spouse has died, and your deceased spouse wasreceiving or qualified for the over-65 exemption at death, you may be entitled to receive the exemption, as well as the schooltax ceiling, if you were 55 years of age or older on the date of your spouse's death. If your deceased spouse received thedisability exemption and not the over-65 exemption, you may be eligible for continuation of a tax ceiling granted by a city,county, or junior college, but you are not eligible for the disability exemption or the school tax ceiling. Note: You will not receivethe school tax limitation unless your spouse died on or after December 1, 1987. Attach proof of your age (copy of driver's license,DPS identification card, or birth certificate) and copy of spouse's death certificate.

Step 4:Answer ifapplies

COOPERATIVE HOUSING RESIDENTS: Do you have an exclusive right to occupy this unit because you own stockin a cooperative housing corporation? ................................................................................................... YES NO

Step 5:Check if late

Application for homestead exemption for prior tax year _______________Note: You must have met all of the qualifications checked above to receive the prior year tax exemption.

Step 6:Sign anddate theapplication

By signing this application, you state that you are qualified for the exemptions checked above. You state that the facts in thisapplication are true and correct. You also state that you do not claim an exemption on another residence homestead. You mustnotify the chief appraiser if and when your right to the exemptions ends. You swear or affirm that you have read and understandthe penalty for filing a false statement.SignHere

Authorized Signature

If you make a false statement on this application, you could be found guilty of a Class A misdemeanor or a state jail felony under TexasPenal Code Section 37.10.

Date

Page 2: Harris County Application for Appraisal District Residential Homestead Exemptionadvaloremtax.net/forms/form-homesteadex-fillable.pdf ·  · 2018-04-19Residential Homestead Exemption

Application for Residential Homestead Exemption

•Filing Deadlines: File this application between January 1 and April30. You may file a late homestead exemption application if you file itno later than one year after the date taxes become delinquent. See theover-65 or disability exemptions section above for more on late filing.

•Re-filing: If the chief appraiser grants the exemptions, you do notneed to reapply annually. You must reapply, however, if the chiefappraiser requires you to do so by sending you a new applicationasking you to reapply. You must notify the chief appraiser in writing ifand when your right to any exemption ends or your qualificationschange. You must reapply if you qualify for additional exemptionsbased on age or disability in the future. If, however, your applicationinformation indicates that your age is 65 or older, or the appraisaldistrict has access to other information that proves you qualify, youneed not re-file for the over-65 exemption. To ensure the earliestpossible qualification without reapplication, the oldest spouse shouldcomplete the application for a married couple.

•Transfer of Tax Limitation or Ceiling: Please call the appraisaldistrict if you will transfer a tax ceiling to your new home.

Instructions:How to Complete the Application

Fill out the other side of this application completely. If you havetrouble filling out this form, call the appraisal district.Step 1: Owner's Name and Address.

Enter the following information:•Name of the owner completing this application. •This owner'scurrent mailing address and phone number. •Driver's licensenumber, personal identification number, or Social Securitynumber of this owner (kept confidential).•Percentage of ownership by this owner.•This owner's birth date.•Names of other owners and their percentage of ownership. Attachadditional sheets if needed.

Step 2: Describe the property.Enter the information requested. Attach the mobile home statement ofownership and location or sales contract. Enter the number of acres usedfor residential purposes.

Step 3: Check exemptions that apply to you.

Complete by checking the boxes that apply. If you check the disabilityexemption, attach documents verifying your disability. If a survivingspouse age 55 or older, enter the information requested. Theappraisal district may request documents on date of spouse's death.

Step 4: Answer if applies.

If the property is cooperative housing, complete Step 4.Step 5: Check if late.

If you were eligible for an exemption last year, check the box in Step 5for late filing for the prior tax year.

Step 6: Sign and date the application.

You must sign and date this application. Making false statements onyour exemption application is a criminal offense.

More Information:Tax Exemptions, Limitations and Qualification Dates

•General Residence Homestead Exemptions: You may only applyfor residence homestead exemptions on one property in a tax year. Ahomestead exemption may include up to 20 acres of land that youactually use in the residential use (occupancy) of your home. Arbitraryfactors that are unrelated to that use, such as acreage limits, matchinglegal descriptions, and contiguous parcels, may not be considered indetermining if the land qualifies. To qualify for a homestead exemption,you must own and reside in your home on January 1 of the tax year. Ifyou temporarily move away from your home, you still can qualify for anexemption if you don't establish another principal residence and youintend to return in a period of less than two (2) years. Homeowners inmilitary service outside the U.S. or in a facility providing servicesrelated to health, infirmity, or aging may exceed the two-year period.

•Over-65 or Disability Exemptions: You may receive an over-65 ordisability homestead exemption immediately upon qualification for theexemption. If you have not provided your birth date on thisapplication, you must apply before the first anniversary of yourqualification date to receive the exemption in that tax year. Forexample, if you turn 65 or are disabled on June 1 of the current year,you have until May 31 of the next year to apply for the current taxyear's over-65 or disability exemption. This special provision onlyapplies to over-65 or disability exemption and not to other exemptionsfor which you may apply.

Disability Exemptions. You are entitled to the exemption if youmeet the Social Security Administration's tests for disability. In simplestterms:1) You must have a medically determinable physical or mentalimpairment;2) The impairment must prevent you from engaging in any substantialgainful activity; and3) The impairment must be expected to last for at least 12 continuousmonths or to result in death.

Alternatively, you will qualify if you are 55 or older and blind andcannot engage in your previous work because of your blindness.

To verify your eligibility, attach a copy of your disability determinationletter from Social Security (or other recognized retirement system), orhave your physician complete and mail us the HCAD form titledPhysician's Statement Verifying Eligibility for DisabilityHomestead Exemption.

•Tax Limitations: The over-65 or disability exemption for school taxesincludes a school tax limitation, or ceiling. Other types of taxing units -county, city, or junior college - have the option to grant a tax limitationon homesteads of homeowners who are disabled or 65 years of age orolder.

•100% Disabled Veterans: Beginning in 2009, certain disabledveterans are eligible for 100% exemptions for their residencehomesteads. Current documentation from the Department ofVeterans affairs (VA) must be submitted to prove that the veteranreceives full VA compensation and is either rated at 100% disabled orhas a determination of unemployability from the VA.

•Surviving Spouse Age 55 or Older: Age 65 or older - You qualify foran extension of this exemption if (1) you are 55 years of age or olderon the date your spouse died and (2) your deceased spouse wasreceiving the over-65 exemption on this residence homestead or wouldhave applied and qualified for the exemption in the year of thespouse's death. You will not receive the school tax limitation for theover-65 exemption unless your spouse died on or after December 1,1987. Disabled: You will not qualify for a disability exemption claimedby your deceased spouse. You are not entitled to continue the schooltax limitation; however, you will be entitled to continue the local optioncounty, city or junior college limitation.